Position Details
Account Services Analyst Apply
Job Description
Job Description
Company Description
Job Summary:
The Private Banking Operations (PBO) Account Services Analyst provides operational processing and oversight support for Wealth Management debit card and American Express programs. This role focuses on account servicing, transaction dispute review, exception management, reporting, reconciliation, and responding to service requests. The position operates in a fast-paced environment requiring strong analytical, organizational, and communication skills while supporting critical banking operations.
Key Responsibilities:
- Perform account servicing management including card order return and hold file processing, address troubleshooting, red flag processing, account setup and updates for rejected items, card deactivation, transaction research, and exception management
- Manage case workflows related to fees and journals by responding to field service requests, processing queue items, and posting journals impacting client accounts
- Compile and analyze data for monthly management reporting
- Identify debit card and transactional trends using data analysis
- Monitor month-over-month key metrics and performance indicators
- Review and process debit card dispute transactions
- Review and resolve rejected items
- Perform debit card settlement account reconciliation
- Conduct daily monitoring of control reports and escalate issues as needed
- Support debit card escalations and operational inquiries
Required Skills:
- Strong working knowledge of Microsoft Excel, including formulas, pivot tables, and large data manipulation
- Strong problem-solving skills with demonstrated initiative
- Excellent attention to detail
- Strong organizational and time management skills
- Ability to work in a high-pressure, fast-paced environment
- Professional verbal and written communication skills
- Solution-oriented mindset with a focus on continuous improvement
- Ability to take ownership and accountability for work
Preferred Skills:
- VBA
- SQL
- Alteryx
- Power BI
- UiPath
Education: Bachelors Degree
Compunnel Inc., established in 1994; is a leading provider of Staffing, IT/Software, e-Learning/Training, Business Intelligence, and Cloud Solutions. A leader in contingent and permanent workforce solutions, we also provide temp-to-hire staffing, project-based/SOW staffing, and payroll services to our esteemed clientele which includes Fortune 500 companies of diverse industry segments. Ranked as one of the largest staffing firms in the US which is our primary service market; we also have a significant presence in Europe and Asia. As a national service provider in the US, we are serving our customers all major states and regions; thereby generating numerous job opportunities for prospective employees in their preferred locations of choice.
We have witnessed multi-fold YOY growth, and continuously adding a large pool of talented resources to our employee base every year. Our extensive experience in hiring professionals of multiple in-demand skill sets (IT, Engineering, Healthcare, Admin-Clerical, Finance, Professional, Light Industrial, etc.) further makes Compunnel a wider and preferred platform for people to pursue their careers in the US. We welcome people from all walks of life and cultures, and we support workforce diversity by providing equal employment opportunities to people without any discrimination based on race, color, gender, religion, national/ethnic region, disability, or any other basis.
We have witnessed multi-fold YOY growth, and continuously adding a large pool of talented resources to our employee base every year. Our extensive experience in hiring professionals of multiple in-demand skill sets (IT, Engineering, Healthcare, Admin-Clerical, Finance, Professional, Light Industrial, etc.) further makes Compunnel a wider and preferred platform for people to pursue their careers in the US. We welcome people from all walks of life and cultures, and we support workforce diversity by providing equal employment opportunities to people without any discrimination based on race, color, gender, religion, national/ethnic region, disability, or any other basis.
Company Description
Compunnel Inc., established in 1994; is a leading provider of Staffing, IT/Software, e-Learning/Training, Business Intelligence, and Cloud Solutions. A leader in contingent and permanent workforce solutions, we also provide temp-to-hire staffing, project-based/SOW staffing, and payroll services to our esteemed clientele which includes Fortune 500 companies of diverse industry segments. Ranked as one of the largest staffing firms in the US which is our primary service market; we also have a significant presence in Europe and Asia. As a national service provider in the US, we are serving our customers all major states and regions; thereby generating numerous job opportunities for prospective employees in their preferred locations of choice.\r\n\r\nWe have witnessed multi-fold YOY growth, and continuously adding a large pool of talented resources to our employee base every year. Our extensive experience in hiring professionals of multiple in-demand skill sets (IT, Engineering, Healthcare, Admin-Clerical, Finance, Professional, Light Industrial, etc.) further makes Compunnel a wider and preferred platform for people to pursue their careers in the US. We welcome people from all walks of life and cultures, and we support workforce diversity by providing equal employment opportunities to people without any discrimination based on race, color, gender, religion, national/ethnic region, disability, or any other basis.
